Baldwin Investment Management, LLC

Q2 2025 13F Holdings

  • Location
    west conshohocken, PA
  • Num holdings

    209

  • Value ($000)

    $828,373

  • Date Filed
    08/11/2025
  • Form type
    13F-HR
  • CIK
    0001346378
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BRK.A
BRK.A

Berkshire Hathaway Inc A

CL A
084670108
$405.21 M
49 %

556

AVGO
AVGO

Broadcom Limited

COMMON STOCK
11135F101
$21.03 M
3 %

76,307

NVDA
NVDA

Nvidia Corp

COMMON STOCK
67066G104
$19.11 M
2 %

120,936

MSFT
MSFT

Microsoft Corp

COMMON STOCK
594918104
$16.28 M
2 %

32,728

AAPL
AAPL

Apple Inc

COMMON STOCK
037833100
$14.86 M
2 %

72,428

JPM
JPM

J.P. Morgan Chase & Co

COMMON STOCK
46625H100
$14.20 M
2 %

48,966

---

Lam Research Corp

COMMON STOCK
512807306
$9.91 M
1 %

101,768

COST
COST

Costco Wholesale Corporation

COMMON STOCK
22160K105
$9.89 M
1 %

9,990

AMZN
AMZN

Amazon.com Inc

COMMON STOCK
023135106
$9.18 M
1 %

41,864

BRK.B
BRK.B

Berkshire Hathaway Inc B

CL B
084670702
$9.15 M
1 %

18,844

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